Post Sales Ops Specialist

Job Description

REQUIREMENTS

• Experience managing post-sale operations, onboarding readiness, or customer retention workflows.
• Proficiency with Salesforce and DealHub (or similar CRM and CPQ tools).
• Strong customer communication skills, including the ability to send empathetic, concise updates via email or video.
• Proven ability to manage a high-volume queue of requests while maintaining strict SLA adherence.
• Analytical mindset with a focus on data quality and tracking key metrics like churn mitigation and revenue recovery.

RESPONSIBILITIES

• Own the post-sale handoff process by verifying closed-won details and ensuring all onboarding prerequisites are met.
• Drive customer momentum toward “first value” through structured outreach, follow-ups, and blocker removal.
• Manage a defined retention queue by triaging downgrade and cancellation requests and executing structured save motions.
• Coordinate internally across Sales, Onboarding, Support, and Account Management teams to ensure seamless transitions.
• Maintain high CRM hygiene by logging all activities, milestones, and risk signals in Salesforce and DealHub.
• Propose improvements to existing playbooks and escalation paths based on recurring customer patterns or blockers.

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